About FWD Group
FWD Group is a pan-Asian life and health insurance business that serves approximately 30 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock code 1828.
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PURPOSEwww.fwd.com
- Risk Management: The role involves managing portfolio risks by identifying potential issues and developing mitigation plans, which helps in minimizing disruptions and ensuring smooth operations.
- Effective Reporting: Preparing and presenting portfolio reports to senior management provides insights and recommendations for decision-making, leading to informed and strategic decisions
- Improved Performance Monitoring: By monitoring and analyzing portfolio performance, the role helps identify areas for improvement and makes recommendations for adjustments, leading to optimized returns
KEY RESPONSIBILITY
- Implement portfolio strategies to achieve business objectives and maximize returns.
- Monitor and analyze portfolio performance, identifying areas for improvement and making recommendations for adjustments.
- Collaborate with cross-functional teams to ensure alignment of portfolio strategies with overall business goals.
- Manage portfolio risks by identifying potential issues and developing mitigation plans.
- Prepare and present portfolio reports to senior management, providing insights and recommendations for decision-making.
- Lead and mentor team members, fostering a culture of continuous improvement and professional development.
KEY PERFORMANCE INDICATORS
- Ensure resource utilization rate and billable rate meet company target
- Ensure IT KPI meet company and Group target
- Delivering portfolio management report in time, including: KPI analysis report to Group Office, project performance analysis report, project resource performance report etc.
- Ensure portfolio risks are well identified through analyze along with target team communication and risk mitigation plan.
DECISION MAKING
- To identifying potential issues, developing mitigation plans, and providing insights and recommendations through performance report.
EXTERNAL & INTERNAL CONTACTS
External:
- GTO IT performance management team for KPI analyse and reporting
- GTO vendor management for project service contract
- Business markets’ PMO function for project portfolio management
Internal:
- CTC head, line manager and project department heads for portfolio management adoption alignment and reporting
- Project manager and department PMO crossing the company for portfolio issue communication and performance monitoring
- Finance team for collaboration
- Recruitment team for collaboration on project demand and supply
QUALIFICATIONS / EXPERIENCE
- Education: A bachelor's degree in business administration, finance, or a related field. A master's degree or professional certification in portfolio management or a related discipline (PMP, SM etc.) is preferred.
- Experience: At least 5 years of experience in IT company while including 3 years in portfolio management, project management, or a related field. Experience in leading cross-functional teams’ collaboration and managing complex projects is essential.
- Knowledge: In-depth knowledge of portfolio management principles, methodologies. Familiarity with IT share service operation model, data analysis, and performance monitoring.
- Technical Skills: Proficiency in portfolio management software and tools like Jira, excel etc. Strong analytical skills and the ability to interpret complex data. Excellent communication and presentation skills would be preferred.
KNOWLEDGE & TECHNICAL SKILLS
- Knowledge: In-depth knowledge of portfolio management principles and methodologies. Familiarity with IT shared service operation models, data analysis, and performance monitoring. PMP and SM certification preferred.
- Technical Skills: Proficiency in portfolio management software and tools like Jira and Excel. Strong analytical skills and the ability to interpret complex data. Excellent communication and presentation skills are preferred.
COMPETENCIES
- Analytical Skills: Proficiency in monitoring and analyzing portfolio performance, identifying areas for improvement, and making recommendations for adjustments.
- Collaboration: Strong skills in working with cross-functional teams to ensure alignment of portfolio strategies with overall business goals.
- Communication: Excellent skills in preparing and presenting portfolio reports to senior management, providing insights and recommendations for decision-making.